Mike @NonGaap
Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open.. nongaap.com Laguna Beach, CA Joined August 2011-
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Half convinced the fastest way to fix corporate governance is to allow “corporate event” prop bets in Vegas. Shenanigans that would otherwise take regulators years to flag and crack-down on would happen in weeks - if not days - at a casino. 😂
I've looked at a lot of Form 4s, but can't recall a prior instance where a company granted equity comp *directly* to an executive's trust and not the person. When it's all said and done, $ILMN shareholders shouldn't be surprised that tire fire governance begets tire fire returns
"We are grateful to your many contributions to Illumina over the years."
"We are grateful to your many contributions to Illumina over the years." https://t.co/qjfTpL4P1Z
Do these regs apply to donors? Friendly reminder that OpenAI is a CA-based non-profit supervised by the CA Attorney General and hasn't filed (required) audited financials since 2017. Incidentally, OAI's for-profit entity was formed in 2018 so those audits *might* be relevant.
Do these regs apply to donors? Friendly reminder that OpenAI is a CA-based non-profit supervised by the CA Attorney General and hasn't filed (required) audited financials since 2017. Incidentally, OAI's for-profit entity was formed in 2018 so those audits *might* be relevant. https://t.co/lNbbiZbimV
Nike CEO: Nike's innovation pipeline "is as strong as ever.” MLBPA: “At its core, what has happened here is that Nike was innovating something that didn't need to be innovated.”
Nike CEO: Nike's innovation pipeline "is as strong as ever.” MLBPA: “At its core, what has happened here is that Nike was innovating something that didn't need to be innovated.”
CNBC: “Nike CEO John Donahoe blamed remote work for the company's innovation slowdown and dearth of fresh products.”
Assuming they don't get permanently banned from the securities industry and/or loses control bc of "national security", it's probably going to be the person that wins the AGI race.
Assuming they don't get permanently banned from the securities industry and/or loses control bc of "national security", it's probably going to be the person that wins the AGI race.
It's very rare to see a public co. founder call out another public co. founder this way, esp out of the blue. Makes you wonder what's going on behind-the-scenes. Why say this now? "You shouldn't assume you're being told the truth by any of these public companies." ooh boy🍿
"VC gets involved, these finance bros get involved and f@ck!ng ruin it. Everytime." 3 Certainties in Life: 1) Death, 2) Taxes, 3) Founders dumping shares and getting mad at VCs for ruining their creation. Bright side is Banks gets to reload cents-on-the-dollar and try again.
"VC gets involved, these finance bros get involved and f@ck!ng ruin it. Everytime." 3 Certainties in Life: 1) Death, 2) Taxes, 3) Founders dumping shares and getting mad at VCs for ruining their creation. Bright side is Banks gets to reload cents-on-the-dollar and try again. https://t.co/1e9Sw6pBFB
There’s a non-trivial possibility Zuck is currently dogfooding an AI lifestyle model trained on menswear forums and /r/mma posts.
There’s a non-trivial possibility Zuck is currently dogfooding an AI lifestyle model trained on menswear forums and /r/mma posts. https://t.co/iYhjhZKvqj
“This deal threatens to deprive consumers of the competition for affordable handbags, while hourly workers stand to lose the benefits of higher wages and more favourable workplace conditions”. I owe off-price retailers an apology. I wasn't familiar with your lobbying game.
“This deal threatens to deprive consumers of the competition for affordable handbags, while hourly workers stand to lose the benefits of higher wages and more favourable workplace conditions”. I owe off-price retailers an apology. I wasn't familiar with your lobbying game.
It turns out $PACB deregistering shares on April 11th was a much bigger bear signal than I initially thought…
It turns out $PACB deregistering shares on April 11th was a much bigger bear signal than I initially thought… https://t.co/x05haSdJgr
Maybe I'm old fashioned, but I think interim CEOs shouldn't be pursuing cashing-wrecking "audacious plans" ahead of a de-listing.
Talk about terrible timing. Sam fundraising in UAE and Ark investing in OpenAI week before mega flood😬 I could write a disclosure-based explanation for why OAI faces real blow-up risk, but it wouldn't sway investors the way a historic rainstorm could. (I'm joking. I think.)
Talk about terrible timing. Sam fundraising in UAE and Ark investing in OpenAI week before mega flood😬 I could write a disclosure-based explanation for why OAI faces real blow-up risk, but it wouldn't sway investors the way a historic rainstorm could. (I'm joking. I think.) https://t.co/GvjbI9Jy02
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Jerry Capital @JerryCap
41K Followers 567 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Prepared Remarks @Rebrand_As_Y
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Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Michael Mitchell @IgnoreNarrative
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Ben Bajarin @BenBajarin
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Riskfree Rate @risk4eerate
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Lighthouse by CTFN @Lighthouse_CTFN
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TRading @MacroPorter
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Adam Fish @adamrfish
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Brett Smith @brettsmith62
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TNTN @5631mega
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Greg Dawson @The_Real_Greg
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Crash @Noicewon11
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AiA @AhmadiAslam
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Michael Owen @MichaelODtrader
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spunazza @spunazza
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Steve Ruffell @steveruffell
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FishSkiHuntFinance @CRE_Ski_Finance
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Seaunoo @Seaunoo147598
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Kelce $SPZI Vibes @TropicsStephen
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Joe F. @JoeyFluke
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Ralph Jones @RalphJones44437
44 Followers 318 Following Trade made easy we make over 50x pumps trading crypto with her on a daily basis, you can join his telegram channel below to see how it works 👇👇👇
Leo Hyun @LeoHyun140806
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kai @kai_zhang_
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Michael Hansen @WS_Redemption
76 Followers 818 Following - CFO of shipping company in HK - Non-Executive director of midsize trucking company - Professional Investor on Etoro - 16y Investment Banking experience
Smiley_OU69 @Smiley_OU69
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Prosperity Compounder @IncomeWealthFI
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- @specialspits
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Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Jerry Capital @JerryCap
41K Followers 567 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Ed Zitron @edzitron
78K Followers 5K Following Newsletter https://t.co/D5qDgUKaNR - Better Offline Podcast - https://t.co/pUoGsuaQTw - Columnist Business Insider - CEO at https://t.co/5idt8AyPqr - Award-Winning Tech PR
Elon Musk @elonmusk
181.7M Followers 585 Following
Bob Elliott @BobEUnlimited
138K Followers 689 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Toad Capital @rich_toad
3K Followers 370 Following 🏆Career advisor to public equity investors | Former TMT ER/HF | Not investment advice. | 🇨🇳 guy in 🇺🇸
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
FT Alphaville @FTAlphaville
121K Followers 33 Following The FT’s financial blog. We love balance sheets, financial plumbing, debt crises, margin calls and snark.
adoY^-1 @1_adoy
2K Followers 627 Following trevni syawla ,trevni control your breath, control your mind typeAhippie Miami-SoBe, Ashtangi-Yogi, Equity-Hedgie, Commodity-Junky, Funky Hulaweenie, Cheesey
David Lat @DavidLat
97K Followers 10K Following Lawyer turned writer, speaker, podcaster: Original Jurisdiction, https://t.co/hBEAtRCUxV. Author, @SCOTUSambitions. Founder, AboveTheLaw/@ATLblog.🏳️🌈
Helen Toner @hlntnr
21K Followers 1K Following Interests: China+ML, natsec+tech, brains+words+absurdity | Current: @CSETGeorgetown (opinions my own) | Former: @open_phil
Kir Kahlon @Kir_Kahlon
507 Followers 1K Following Personal account. Founder/CIO of Scorpion Capital, which tweets at @ScorpionFund.
Scorpion Capital @ScorpionFund
61K Followers 197 Following Activist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice.
Douglas London @douglaslondon5
12K Followers 1K Following Ret’d CIA, Georgetown SFS, Non-Resident Scholar @MEI_CTE. Author of THE RECRUITER: Spying and the Lost Art of American Intelligence
Andrew Reed @andrew__reed
46K Followers 422 Following Sequoia partner, internet enthusiast, PDF enjoyer. Will end calls a bit early to give you back your time.
Jessica Mathews @jessicakmathews
6K Followers 2K Following Writing about unicorns and venture capital @FortuneMagazine. Bad at Twitter. Tips: jessica.mathews(@)https://t.co/pOVJmE50EG | DM for Signal
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
james @martian_navy
6K Followers 5K Following Software engineer. I dabble in machine learning, information security, and performance optimization. Ex-@Uber, US Government, and a few silly startups.
natasha mascarenhas @nmasc_
49K Followers 5K Following venture capital and startups reporter @theinformation. all about numbers, nuance and new coffee shops. send me tips and scoops on Signal at 925 271 0912!
old school degen @notyetadegen
537 Followers 5K Following used to believe in cash flows and good governance. increasingly embrace the chaos
x - LA Kings @LAKings
1.2M Followers 5K Following Est. 1967 in Los Angeles | 📺 @BallySportWest | 🎧 @iHeartRadio | ✍️ @DooleyLAK | 📝 @LAKingsPR | #GoKingsGo
Jessica Flack @C4COMPUTATION
12K Followers 1K Following Professor @sfiscience | Collective Computation + Emergence | | Member, SFI Science Board | BabelBlog: https://t.co/U91jwF9zSq
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9K Followers 1K Following Global Tech investooor with a software addiction.
Financial Times @FT
5.9M Followers 1K Following Big stories and breaking news headlines as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
The Activist Investor @activistinvestr
2K Followers 172 Following Activist investor and advisor; we tweet relevant, interesting items, does not imply agreement or endorsement; join our email list at the website
Stacey Parks @FilmSpecific
14K Followers 536 Following Stacey Parks - I Produce Things at https://t.co/oie6kEjyw9 and publish a weekly newsletter on the state of the biz at https://t.co/RXIAReJOkh
John Neil Conkle @jnconkle
1K Followers 3K Following System 2 Thinker. Prev: @invariant @aaf @StartEngineLA
Jason Gottlieb @ohaiom
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James Seyffart @JSeyff
137K Followers 4K Following CFA. CAIA. ETFs. Cryptos. Asset Management. @Bloomberg. @bbgintelligence. Runner. Opinions my own. Likes, RT's & Follows≠endorsements
Hunter 🌆 @rhunterh
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Jurassic Capital @CapitalJurassic
1K Followers 625 Following 15+ yrs on Wall St. & I'm a level 9000 CFA, Will selectively call out scammers & snake oil salesmen. GARP & Value
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J @tofdaj
582 Followers 2K Following Media via Telco || Forgot more programming than most || home is 🇦🇺 / 🇺🇲 / 🌍
Julia Bauman @JuliaBauman2
8K Followers 456 Following PhD student at @Stanford Genetics in @LarsMSteinmetz lab | Prev @broadinstitute | Explaining cool biotech to the world here and @ 60_SecondScience on TikTok
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280 Followers 3K Following "On occasion, I have disobeyed orders." J. T. Kirk
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@NonGaap @DarkfireCapital They usually don’t care until well after the stock has negatively reacted to the point the job is already done for them
"Apollo Accused in Lawsuit of Illegal Human Life Wagering Scheme" Creditors to APO portcos have been subject to this for decades
Today's free issue of The Diff: AI Ruins Education the way Pulleys Ruin Powerlifting
@NonGaap Wait - goofing around at home isn’t the same as working?
@NonGaap Bro sells out to vc gets rich and dumps. Complain. Re up and repeat
Satya Nadella Palo Alto parents 🤝 Spending $ millions for kids to go to Bing
@NonGaap Technically, it wasn’t ahead of the delisting. It was in conjunction :)
$MDRX - An idiot once told me that companies wouldn't engage in M&A if they actually had serious accounting issues 🤡🚩🚩
Maybe I'm old fashioned, but I think interim CEOs shouldn't be pursuing cashing-wrecking "audacious plans" ahead of a de-listing.
@NonGaap Terrible decision by mgmt optically at the very least. It’s now almost 2 months past the deadline they missed and still no financials. Doesn’t put a lot of confidence in mgmt.
@NonGaap They’re billionaires and you are… smart internet guy. No disrespect brother.
@NonGaap And they’ll still outperform the deep value investors tweaking their discount rates to the fourth decimal point for their cash flow projections
@NonGaap 10 inches of rain in less than a day?
@NonGaap They’re def right about the first part to be fair
Had someone tell me today he doesn’t believe in DCFs. Only NTM multiples. My good man. A multiple is just a DCF.
🥰 Should note 2 years ago it was just me doing some consulting and newsletter for fun Now my firm is a team of 7 in the US, Taiwan, Japan, Singapore, and France. Now we are selling models, data, etc to many major firms in the industry. And we will keep getting better 😎
Having read @dylan522p since the beggining, it's mind boggling how the quality of the content improved over the past couple of years. Not that it was bad 2y ago, but it improved considerably.
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